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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,071 | $157,304-58.6% | $141,197-53.9% | $152,909-57.4% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 22.05% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,075 | $5,263-79.6% | $4,736-77.3% | $4,764-77.4% |
| Participant deferral / active EE | $2,882 | $7,111-59.5% | $6,710-57.0% | $5,851-50.7% |
| Admin fee / account holder | $241 | $12,126-98.0% | $10,265-97.7% | $11,601-97.9% |